CRD: 150498
Robert W. Colby Asset Management, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Robert W. Colby Asset Management, Inc.
Robert W. Colby Asset Management is a New York-based fiduciary investment adviser delivering tactical wealth management and discretionary portfolio management for discerning retail investors, including entrepreneurs and physicians. The firm emphasizes ETF-based allocation, proprietary market-timing and technical-analysis models, and disciplined risk management designed to protect capital in adverse markets, with direct access to Robert W. Colby and team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT WILLIAM COLBY
Advisor, Chairman
- CRD
- #50452
- Ownership
- 50% but less than 75%
WILLIAM K. ANDERSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4557524
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,625,848 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,625,848 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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